PeopleSoft Financials & Operations Consultant

STEVEN A. MUNOZ – SR. FINANCIALS AND OPERATIONS CONSULTANT

Executive Summary:

Techno functional PeopleSoft consultant with 15+ years of hands on experience supporting, configuring, troubleshooting, and optimizing PeopleSoft Financials and Supply Chain Management (FSCM) 9.2. Deep expertise across GL, AP, AR, Billing, Asset Management, Project Costing, Commitment Control, and Inventory. Skilled in nVision reporting, allocations, consolidations, PS Query, PeopleTools, and cross module financial integrations. Known for resolving complex production issues, improving financial processes, and delivering stable, accurate, audit ready financial operations. Core Competencies:

● PeopleSoft FSCM 9.2 (Images through 53) – GL, AP, AR, Billing, AM, PC, KK, Inventory, ePro/PO, Treasury/Banking

● Techno-Functional Expertise – PeopleTools, Application Designer, PeopleCode (working knowledge), Tree Manager, nVision, PS Query, SQL

● Financial Operations – Consolidations, Eliminations, Allocations, Reconciliations, Sub-ledger to GL data integrity

● Reporting & Analytics – nVision, BI Publisher, SQR, Crystal Reports, Query Manager

● Testing & QA – PTF, JIRA, Zephyr, IBM Rational, full lifecycle functional testing

● Integrations & Troubleshooting – Batch failures, interface issues, configuration errors, data inconsistencies

● Security & Controls – PeopleSoft Security, workflow, approval routing, audit compliance

● Technical Stack – Oracle DB, SQL Server, WebLogic, APIs, SOA, Middleware Technical Skills:

● SkillsSupply Chain, Inventory, Project Management - Experienced in Agile and Waterfall methodologies

● Excellent communication and collaboration skills

● Finance and Accounting business acumen – GAAP, IASB, GASB, FASB

● Knowledge of State of Texas CAPPS Baseline ERP systems

● Software Applications: PeopleSoft (image 51), CAPPS (State of Texas), MSFT D365, SAP, JDE, Workday, Maximo, Oracle Fusion, Tableau, Windows 10, Microsoft Office Suite, SharePoint, Microsoft Project, G Suite (Google)

● Tech/Admin Tools: SharePoint, Microsoft Project, People Tools 8.58 Database - Oracle, SQL Server, Fluid Manager, Application Designer, Stat, Phire C++, VISIO, Visual Basic, LoadRunner (testing), Rational Tools, PeopleSoft Testing Framework, APIs, SOA, Middleware, and nVision

● Reporting Tools: Crystal Reports, BI Publisher, SQR Query Manager

● Testing Tools: IBM Rational Tools, JIRA, SharePoint, Zephyr, PFT Professional Experience

Financial Consultant– Amer Technologies: May 2024 - Current

● Analyzing, and evaluating business systems and user needs

● Thorough understanding of the business analysis areas of knowledge and its associated activities and tasks

● Extensive skill in planning and organizing work to meet goals and complete multiple assignments without compromising accuracy

● Provide technical assistance to Project Managers by documenting and mapping current and future business processes due to the changes needed for a large-scale system replacement effort

● Work with project managers and business users to reengineer processes

● Identify changes needed to business processes and work with business users to prepare solution options, identify risks, and other analyses as required

● Write detailed description of business processes to include steps required to develop or modify processes for daily business activities

● Plan and facilitate meetings and follow up on action items

● Organize business process mapping documentation

● Provide detailed updates to project managers or other stakeholders Senior Consultant • Sierra Cedar Feb 2022 –

Oct 2023 (Rehire) March 2024 – May 2024

Clients Represented – University of Virginia Health Center, Mutual of Omaha, MBTA (Massachusetts Bay Transportation Authority)

● Serve as SME and functional lead across Procure to Pay areas, Order to Cash

● Manage implementation of PeopleSoft modules: AR, Billing, Purchasing, and Inventory

● Test and Troubleshoot configuration errors, integration issues, data inconsistencies, and batch failures

● Collaborate with business users to capture requirements and translate into specification documents

● Conduct conference room pilots

● Oversee design of module functionality in comparison of current state and future state

● Provide best-practice guidance to optimize business solutions and customer value

● Build trusted relationships with customer business and IT stakeholders Senior Consultant • PMCS Services (Rehire): Clients Represented – State of Texas Human Health Services, General Land Office (2024), Office of The Attorney General (2020), Lower Colorado River Authority (Sept 2017 – 2019,2020

– Dec 2021),

● CAPPS Financials ERP Functional Lead during Analyze Phase of CAPPS assessment for the CAPPS Non-core Modules

(Inventory & Cost Management), Project Costing, AR, Billing, Customer Contracts, Strategic Sourcing, Grant Management (custom drawdown process), T&E and Core modules (Asset Mgmt., KK, GL, Cash Receipts, ePro/PO, AP).

● Provide Asset Management support with State property accountants and property managers – procure to pay process and yearly physical asset inventory

● Collaborated with business Purchasing (Procurement Mgmt. Office) SMEs and gathered business documentation and business requirements to asses impact on business from a CAPPS perspective – ePro, Purchasing, Supplier Contracts, and Payables (P2P)

● Staff augmentation project - Supply Chain Business Analyst Lead

● Provide production support for SCM PeopleSoft and Maximo (assets and inventory) functional group

● Lead PeopleSoft Update Manager Updates to Image 36 – PeopleSoft 9.2

● Act as the liaison between functional users and technical teams

● Provide supply chain project management expertise in leading data analytics projects - Oracle Data Analytics Visualization Tool

● PeopleSoft Financials ERP Project Lead during implementation of all Peoplesoft Financial/Supply chain modules including milestone deliverables and testing for all in-scope modules (Asset Management, Lease Admin, AP, treasury, banking, GL, ePro/PO, Inventory (Cost Management), eSupplier, AR/Billing, Customer Contract, Project Costing, Time

& Labor, and Payroll)

● Collaborated with business SMEs and gathered business requirements

● Lead Conference Room Pilots, Proof of Concept (PoC) sessions, design workshops, and fit/gap sessions

● Responsible for setting up the project work plan framework for the redesign project, including resource loading, estimated time of completion and budgeting

● Served as the Project Test Lead - led all Testing deliverables scope and timeline – 10 Peoplesoft modules along with Maximo, Oracle OBIEE & ODI/ODA

● Served as the primary contact between the client technical team, project technical team and functional business SMEs Pre-Sales Consultant Financials and Operations• Rock Solid Technologies• June 2021 / May 2022

● Provide high-level and detailed consultative solutions and technical sales support for selected customer opportunities. Understanding business requirements and be able to translate them into technical requirements.

● Perform in-depth and high-level technical presentations for customers, partners, and potential clients.

● Provide offering consultative support to deal teams.

● Exhibit leadership and be viewed as a leader by senior management, peers, partners, company, and customers.

● Publish white papers on given topics for internal or external use.

● Gather product requirements from field and customer and aggregate and submit findings to the Practice Leader to drive refinement of solutions and offerings.

● Drive add-on sales and business opportunities during the entire process to contribute to increased sales volumes.

● As applicable lead a team of SMEs within opportunities/deals to ensure successful execution. PeopleSoft IT Sr. Financial Business/Project Analyst• Oceaneering International February 2019 – March 2020

● Functions as an advanced applications systems and applications Sr. Analyst/Project manager for Oracle PeopleSoft

(9.2 Images through 34) ERP system. Specifically, lead and support the finance and accounting modules.

● *Manage two full time FTEs, provides training, performs employee annual reviews, coordinates employee compensation in collaboration with human resources, provides guidance and leads by example. *

● Support all functionality between PeopleSoft 9.2 Financials and SCM sub-ledger modules (General Ledger, Accounts Payable, Accounts Receivable, Asset Management, Lease Administration, Project Costing, Expenses, Commitment Control, Treasury/Banking, Inventory, ePro, Purchasing, Proposal Mgmt., Maintenance Mgmt., Strategic Sourcing, eSupplier, and third-party integrations)

● Support the multinational asset procurement, maintenance and disposal processes for the organization

● Support the technical accountants with the implementation of the Oracle PeopleSoft Lease Administration module

● Function as project manager for major Oracle PeopleSoft ERP projects by providing project scope, resource planning and milestone reports. Identify project optimizations opportunities through strategic analysis

● Forms partnerships with business accounting SMEs and gathers business requirements for all technology upgrades and/or customizations

● Discusses best practices with Sr. leadership and maintains global standards for implementations

● Works closely with the rest of IT team and be proactive in identifying Oracle improvements for current or future projects

● Devises innovative work-around solutions or new processes and documents policies for review by Sr leadership

● Plans, schedules, and conducts training courses for end users of Oracle Applications, and develops training materials for end users

● Analyzes program changes and participates in technical troubleshooting

● Coordinates and develops reports and implements customizations in coordination with the business SMEs

● Assist core financial business counterparts with GASB, FASB, and IASB updates and guidelines

● Manages IT Offshore Help Desk support directly to ensure business end-users are supported by resolving issues in a timely manner

● Works directly with Oracle Corporation as necessary to resolve issues with Oracle ERP system

● Travel domestically and internationally on a special need’s basis

● Participates in the Company’s 24x7 support service commitment Consultant • Huron Consulting Group April 2016 – September 2017

● Clients Represented – University of Wisconsin, Princeton University

● Project Manager - led teams in developing new supply chain target operating models, which included new organizational processes, policies, and system (re)designs

● Responsible for project management deliverables including resource planning, onboarding, SOW, and contract execution, estimated project costs to actual reporting metrics, project plan and deployment plans

● Lead PeopleSoft SME for FSCM modules (AP, AR, Billing, Inventory, ePro, Purchasing, Proposal Mgmt., Strategic Sourcing, eSupplier, Asset Management, Grants and Lease Administration) Business and Technology Manager • Accenture December 2012 – To April 2016 Clients Represented – Texas Comptroller of Public Accounts, Texas Dept of Transportation, State of California, State of Virginia Commonwealth

● Served as a manager on full ERP implementations which included, leading the cross-functional teams in project design, configuration, and testing phases

● Reviewing current business processes; performing fit/gap Analysis; leading design session of new system

● Developed future state process flows, functional specifications, and configuration guide

● Led the design and conversion of legacy data

● Prepared the functional design specifications and worked closely with the technical team on their development of RICEF(W) objects

● Provided postproduction support

● Served as primary SME for Asset Mgmt. and Inventory on Accenture led Oracle demos for potential clients Additional Experience:

● Consultant (PeopleSoft Contract)) • Ecco Select/Cerner (2012)

● Applications Analyst (PeopleSoft, Maximo, JDE) Calpine (2012)

● Procurement/Financial Analyst (PeopleSoft) RPC (2011)

● Procurement Manager (PeopleSoft) Eagles Trace, Inc. (2010)

● Procurement Manager • River Oaks Imaging (2006)

● Category Content Specialist (PeopleSoft) – ERP • Waste Management (2004)

● ePro Coordinator (PeopleSoft) Western Geophysical (1999) Education:

● B.S. Business Management from Western Governors University (2010)

● Coursework from Houston Baptist University (1996–1999) Certification:

● Workday Certification (In Progress)

● Completed Leadership Development Programs – Accenture & Huron Consulting Group

● Professional Affiliations & Leadership

● PMI Member (Non-Certified)

● ISM (ex-APP Certified)

● Volunteer Speaker & Contributor on Oracle ERP Implementation Best Practices

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